After 15+ years as a financial planner working for high net worth families and successful business owners, I decided to follow my dream of starting my own firm, to serve people like myself: ambitious, increasingly complex life, and curious to examine my relationship to money. A true high-touch concierge service to go beyond the numbers by understanding what you want from life and what motivates you. We specialize working with AAPI and underserved communities, to undercover your money story to get a deeper meaning of your values and priorities.

Hi, I’m Larry Koeppel, founder of Digital Wealth. We work with busy tech professionals who are serious about saving and want to work toward achieving their biggest financial goals. We collaborate with our clients, and help to hold them accountable as they maximize their fullest financial potential, and live their ideal life! The name Digital Wealth has a dual meaning: First, the firm works mainly with the Digital LA community. Second, the firm utilizes leading-edge digital tools to provide a frictionless, high-level of financial planning and investment management. Digital Wealth is virtual in nature which enables us to assist in the State of California and in other jurisdictions where exempted. Although we are focused on Silicon Beach we are able to work with clients in other tech communities such as Silicon Valley, Seattle, Portland, Boulder, Denver, Salt Lake City, Austin, New York, Chicago, Washington D.C., Research Triangle, etc. Our goal is to help you start building your wealth, and improve your money habits now so that you can start building an exceptional financial future. To learn more please visit the Digital Wealth website at https://digitalwealth.la and then schedule an introductory meeting at https://calendly.com/digitalwealth. I look forward to meeting you!

Hello, I’m Gabbi and I help teachers in WA and CA make smart decisions with their money. As a former teacher, I first got into personal finance because I knew I didn’t have a lot of extra money to mess around with. I wanted to put my dollars to work just as hard as I was. While I love teaching and miss my students, I knew I had to help other teachers and people like me figure this out, so I switched careers into finance. As a Certified Financial Planner™ (CFP®), Accredited Financial Counselor (AFC®) and Trauma of Money Certified Practitioner, I believe in taking a holistic approach to your money. We always start the financial planning process by talking about your values so that we can build your financial plan around them to reach your financial goals. We’ll work together to find a good balance between living well now and saving for the future-you. I completed my teaching credential, Master’s in Education, and Bachelor’s in International Relations from UC Davis. When I’m not reading personal finance books or working with clients, I spend my time rock climbing, hula dancing, and learning Spanish.

Mana FLD offers professional financial advice that empowers you to protect and celebrate your hard earned money. We start with our clients' hopes and dreams: getting an intimate view of their values, attitudes, and feelings towards money and its connection to lifestyle. Next comes smart planning: as we work one-on-one with each client to learn your finances inside and out, resulting in deep knowledge sharing, and ongoing support capable of shifting attitudes and building wealth. The outcome is freedom through partnership: our clients are supported to grow, develop and stand strong through life’s transitions, as we build new strategies for self-awareness and personal identity. Throughout the journey, we help turn clients' dreams and goals into reality.

Out of college, I spent a handful of years teaching high school - in New Orleans for 3 years and Spain for 1. When I left the classroom, it was important to maintain the educator's mindset in my next chapter which landed me in the financial advising space. 8 years and 2 firms later, I found my home at Upbeat Wealth where I've been fortunate enough to partner with Mike Turi. We share a strong commitment to a client-centered and in-depth planning process. And we simply love the work we get to do! While the milestones may not be unique, how you approach them will be. You’re advancing through your career, facing a liquidity event, trying to make sense of where all the dollars are going, growing your family, and upsizing your home (along with trying to find the most enjoyment in your day-to-day). A trusted partner can ensure you’re balancing today’s realities with your dreams of tomorrow. Our process integrates money and life so we have better financial conversations. Real conversations. Because life isn’t all about dollars and cents. By uncovering your values and providing education, we can help you create a decision-making framework that ensures your resources are spent purposefully through life’s most beautiful and humbling transitions.

Collin Saydah is a Financial Services Advisor (FSA) with Merrill Lynch Wealth Management. He focuses on connecting clients to the people, plans, and processes that align with their individual ambitions and financial goals. Collin works with clients to address objectives such as funding education, preparing for retirement and potential health care expenses, and developing personalized long-term financial strategies. He holds the Professional Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Washington. Collin’s approach emphasizes understanding clients’ personal perspectives and priorities to create clear and transparent financial plans aimed at helping them manage their wealth effectively.

David Frank is the financial planner for therapists and founder of Turning Point Planning. He helps therapists organize, optimize and protect all their financial resources, including their practice. He provides the confidence your finances are on track, so you can focus your time and energy on what matters most. But don't let his love of the tax code and spreadsheets scare you off! You're just as likely to find him with his nose buried in one of Pema Chödrön's books as reading up on the latest financial planning techniques.

Raymond Conboy is a Senior Financial Advisor with Merrill Lynch Wealth Management. He has been serving clients since 1998, beginning his career at Prudential Securities before joining Banc of America Investments in 2003, where he continues to provide financial advisory services. Raymond works with wealthy families, business owners, businesses, and non-profit organizations, assisting them in recognizing, understanding, and realizing their priorities and goals. His expertise encompasses areas such as divorce transition planning, services for endowments, foundations, and non-profits, investment consulting for defined contribution and benefit plans, LGBT wealth planning, liquidity management, philanthropic planning, socially responsible and ESG investing, and tax minimization. Raymond aims to preserve and grow his clients' assets leveraging the broad financial capabilities of Merrill alongside the banking services of Bank of America. Raymond earned an Associate's Degree from Galway Mayo Institute of Technology and holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Plans Specialist (CRPS), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Originally from Ireland, he moved to the United States in his early twenties. Outside of work, Raymond engages in hiking, triathlons, open water swimming, music, refereeing soccer, and spending time with his family. He also volunteers with organizations in his community, reflecting his commitment to community involvement.

Alex Basmadjian is a Financial Consultant currently working at Fidelity Investments since 2023. In this role, Alex focuses on building relationships with clients and creating customized financial plans to help them achieve their personal and financial goals. Areas of expertise include investments, retirement planning, income planning, and tax-efficient investing strategies. Alex has held various positions at Fidelity Investments, including Portfolio Specialist and Investment Management Consultant (2022-2023), as well as Investment Solutions Representative (2021-2022). Prior to joining Fidelity, Alex worked as a Relationship Manager at Bank of America from 2020 to 2021 and served as Vice President and Client Services Manager at Community Bank between 2016 and 2018. Alex holds a California Insurance License. Outside of work, Alex enjoys attending concerts, participating in family activities, listening to music, reading, and traveling.

Faran Shaker is a Financial Advisor at Merrill Lynch Wealth Management. He is part of a wealth management team with a national presence, focusing on building long-term financial relationships founded on trust and transparency. Faran works closely with clients to understand their unique financial goals and develops comprehensive plans tailored to each client's best interests. His areas of expertise include college education planning, services for endowments, foundations, and non-profits, managing new wealth, and personal retirement planning. He also has hands-on experience working with defined contribution retirement plans, providing guidance and education to plan sponsors and participants. Faran grew up in Wisconsin and earned a Bachelor's degree from the University of Wisconsin-Madison, followed by a Juris Doctorate degree from the University of Wisconsin Law School. He holds several professional designations, including Chartered Retirement Planning Counselor™ (CRPC™), Accredited Wealth Management Advisor™ (AWMA™), Certified Plan Fiduciary Advisor (CPFA®), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). While he has a legal education, Faran does not provide legal advice in his current role. In addition to his professional work, Faran served as the Bank of America Community Volunteer Champion for Central Los Angeles in 2021 and 2022. His personal interests include running, tennis, and writing. He is fluent in Persian and English.